Continuum Advisory’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
7,120
+2,732
| +62% | +$223K | 0.07% | 240 |
|
|
2025
Q1 | $346K | Buy |
4,388
+353
| +9% | +$27.8K | 0.04% | 294 |
|
|
2024
Q4 | $305K | Sell |
4,035
-7
| -0.2% | -$530 | 0.04% | 321 |
|
|
2024
Q3 | $316K | Buy |
4,042
+605
| +18% | +$47.2K | 0.04% | 316 |
|
|
2024
Q2 | $234K | Sell |
3,437
-72
| -2% | -$4.91K | 0.03% | 341 |
|
|
2024
Q1 | $250K | Buy |
+3,509
| New | +$250K | 0.04% | 337 |
|